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CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

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* Remove stale 1.0 import logic and model

* Fresh start

* Checkpoint before removing nav

* First working prototype

* Add trade, account, and mint import flows

* Basic working version with tests

* System tests for each import type

* Clean up mappings flow

* Clean up PR, refactor stale code, tests

* Add back row validations

* Row validations

* Fix import job test

* Fix import navigation

* Fix mint import configuration form

* Currency preset for new accounts
This commit is contained in:
Zach Gollwitzer 2024-10-01 10:47:59 -04:00 • committed by GitHub
parent 23786b444a
commit 398b246965
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103 changed files with 2420 additions and 1689 deletions
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44
test/support/import_test_helper.rb
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@ -1,44 +0,0 @@
module ImportTestHelper
def valid_csv_str
<<~ROWS
date,name,category,tags,amount
2024-01-01,Starbucks drink,Food & Drink,Tag1|Tag2,-8.55
2024-01-01,Etsy,Shopping,Tag1,-80.98
2024-01-02,Amazon stuff,Shopping,Tag2,-200
2024-01-03,Paycheck,Income,,1000
ROWS
end
def valid_csv_str_with_semicolon_separator
<<~ROWS
date;name;category;tags;amount
2024-01-01;Starbucks drink;Food & Drink;Tag1|Tag2;-8.55
2024-01-01;Etsy;Shopping;Tag1;-80.98
2024-01-02;Amazon stuff;Shopping;Tag2;-200
2024-01-03;Paycheck;Income;;1000
ROWS
end
def valid_csv_with_invalid_values
<<~ROWS
date,name,category,tags,amount
invalid_date,Starbucks drink,Food,,invalid_amount
ROWS
end
def valid_csv_with_missing_data
<<~ROWS
date,name,category,"optional id",amount
2024-01-01,Drink,Food,1234,-200
2024-01-02,,,,-100
ROWS
end
def malformed_csv_str
<<~ROWS
name,age
"John Doe,23
"Jane Doe",25
ROWS
end
end